5 Best AI CRM Software for 2024

Best general AI CRM with revenue knowledge: Freshsales
• Best completely CRM with AI resource: HubSpot
• Best for improving sales meetings: Amazon
• Best for AI- powered predicted forecasting: Zoho CRM
• Best for writing emails with AI: Capsules

The best customer relationship management software then begins to implement more unnatural intelligence features in addition to the core and advanced technological offerings. These AI- controlled tools provide significant automations, insights and analytics that you optimize an organization’s sales process finish- to- end.

AI CRM software can create marketing content, implement head nurturing tactics like messages or even dialing, and subsequently generate detailed reports right away.

Best AI CRM application comparison

The best CRM systems offering marketing and sales automations with significant Artificial tools are, as expected, even top public CRM providers, including Freshsales, HubSpot and Salesforce. Top features for pointing out are pipeline management, local or third-party integrations, AI-powered reporting or analytics, and the accessibility of a wireless application for users to access on the go, aside from the core CRM features that users might anticipate from these specialized CRM software.

* Sales is based on paid tier monthly subscription rates.

Freshsales: Best general AI CRM with sales knowledge

Our sun score: 4.4/5

Freshsales is popular sales CRM software offering in-depth analytics and AI functionality that measures sales performance with visual reports and improves productivity with predictions. Freshsales’ AI admin, Freddy AI, provides robust support to an organization’s sales intelligence. It can predict deal closures, next best actions, forecasting and sales reports. The tool can even identify and prioritize the most sales-ready leads by assigning positive or negative scores.

Pricing

Free CRM: Free for up to 3 people and offers e-mail themes, a sales platform and more.
• Growth: $ 9 per person per quarter, billed annually, or $11 per user when billed monthly.
• Pro:$ 39 per person per month, billed yearly, or$ 47 per person when billed monthly.
• Organization:$ 59 per person per month, billed periodically, or$ 71 per person when billed monthly.

Features

Comprehensive summaries ( Figure A): Visualize all data, leads, and reporting using tables and Kanban views ( Figure A).
• Territory administration: Segment and emphasize leads according to specified guidelines and metrics.
• Second best behavior device: Use AI tips to find OOO responses, manage calendars and cancel appointments.

pros and cons of fresh sales

Why we chose Freshsales

Our top-performing enterprise CRM is Freshsales. Evaluating the platform against industry standards, Freshsales ranks highly in cost, core features and customization. Its sales intelligence feature includes in-depth analytics and AI to assist businesses in making wiser decisions more quickly.

Even though Freshsales ‘ AI- powered sales CRM is robust in its sales pipeline management and data administration, its free version only offers AI chatbot features, not Freddy AI insights. If you’re looking for a stronger free tier supporting AI tools, look into HubSpot.

SEE: Read our Freshsales review for more insight into this provider’s top features, pricing and alternatives.

Features

• Manage leads and their related activities for reps to quickly engage and help them become more profitable.
• Playbooks: Create process outlines for reps to reference such as scripts, competitor battlecards, positioning guides and more.
• Create fresh, branded content with an AI-powered blogging tool that users can edit ( Figure B) for further customization.

HubSpot pros and cons

Why we chose HubSpot

HubSpot is our top- scoring free CRM provider. The CRM software offers a robust free tier that can support up to 2, 500 users and 1, 500 integrations. It also offers a vast suite of solutions, including sales, service, marketing and operations, from one hub that all use HubSpot AI branded tools.

Although HubSpot does not offer open-source software, users can create their own applications to integrate with the software. Consider checking out our list of the best open-source CRM software if your company is capable and willing to use the niche functionality of its source code development.

SEE: To learn more about this CRM software, including top features and alternatives, read our HubSpot review.

Salesforce: Best for improving sales conversations

Our star rating: 4.3/5

Salesforce offers extensive sales AI that is built directly into the CRM to help sales reps supercharge their tasks and activities throughout their sales process. Its AI admin and tool is called Einstein. and the tool can help generate content such as sales emails or call summaries, predictive deal insights and conversation insights. Conversation intelligence includes call insights to understand common objections and conversation mining to know exactly what customers are saying about your competitors and products.

Pricing

• Starter Suite: $ 25 per person per quarter, billed annually.
• Professional:$ 80 per user per month, billed annually.
• Enterprise:$ 165 per user per month, billed annually.
• Unlimited:$ 330 per user per month, billed annually.
• Unlimited+:$ 500 per user per month, billed annually.

Features

• Revenue intelligence: With purpose-built analytics provided to reps throughout the sales cycle, close deals quickly.
• Sales performance management: Monitor sales rep performance with insights revealing the best performers and projects.
• Sales Conversation Insights: Use the data from customers ‘ comments and online reviews of your competitors and products ( Figure C ).

pros and cons of Salesforce

Why we chose Salesforce

Salesforce unites marketing, sales and service within one single application. Because it’s an all-in-one CRM, it has scalable functionality to support businesses of all sizes. It also has specializations in a variety of industries, such as financial services, retail, healthcare and manufacturing to name a few.

The Starter Suite is Salesforce’s lowest-priced tier, despite Salesforce’s sales AI functionality being fully integrated with generative AI, predictive AI, and conversational AI. If you’re in need of a free CRM to begin with, consider HubSpot.

SEE: For more insight into this provider, check out our Salesforce review.

Zoho CRM: Best for AI- powered predictive forecasting

Our star rating: 4.3/5

Zoho CRM is a powerful CRM tool that supports customer-facing teams with personalized automations and solutions. Zoho CRM offers a comprehensive analytics suite that gives users a bird’s eye view of their business with custom dashboards. The AI admin, Zia, offers advanced predictive forecasting that can suggest both company-wide and individual targets based on historical data. The tool can inspire healthy, competitive sales by visualizing achievable targets for reps.

Pricing

Free CRM includes a mobile app, lead and document management, and is free for up to three users.
• Standard: $ 14 per person per month, billed annually, or $20 per user when billed monthly.
• Professional:$ 23 per user per month, billed annually, or$ 35 per user when billed monthly.
• Enterprise:$ 40 per user per month, billed annually, or$ 50 per user when billed monthly.
• Ultimate:$ 52 per user per month, billed annually, or$ 65 per user when billed monthly.

Features

• Create a universal sales process with actionable steps for sales reps to follow in depth.
• Customer portals: Offer prospects a self- service tool where they can view an organization’s products or services to make purchasing decisions.
• Sales forecasting: Use AI to create accurate forecasts of upcoming sales to compare success to current sales ( Figure D).

Zoho CRM pros and cons

Why did we pick Zoho CRM?

Due to its competitive pricing, core features, and customization options, Zoho CRM continues to be the top-ranked CRM software in our features. Its team collaboration, marketing, and project management tools make it a fantastic choice for organizations looking for a robust platform with AI sales and marketing functionality.

Zoho CRM’s artificial intelligence tools, specifically the AI admin Zia, are only available in the top two pricing tiers, Enterprise and Ultimate. If you’re looking for a provider with AI accessibility in its free or standard subscriptions, check out HubSpot.

SEE: For more information, check out our full review of Zoho CRM.

Capsule: Best for writing emails with AI

Our star rating: 4/5

Capsule is simple to use CRM software that supports complete contact management for the sales cycle. An AI-powered content assistant is provided by the platform that can assist businesses in writing email copy quickly. With the help of this feature, users can save time on other sales tasks while still enjoying the efficiency and speed of creating AI-powered content while maintaining control through necessary edits.

Pricing

• Free level: Free for up to 250 contacts and 50MB of storage per account.
• Starter: $ 18 per person per month when billed annually, or $21 per user when billed monthly.
• Growth:$ 36 per user per month when billed annually, or$ 38 per user when billed monthly.
• Advanced:$ 54 per user per month when billed annually, or$ 60 per user when billed monthly.
• Ultimate:$ 72 per user per month when billed annually, or$ 75 per user when billed monthly.

Features

AI content assistant: Generate a variety of content, such as sales emails, with filters regarding tone and length to choose from ( Figure E).
• Combine multiple data sources in Google Data Studio to create interactive dashboards and reports.
• Opportunity filtering: Filter projects and forecasted data based on status, tags, milestones and more.

Capsule pros and cons

Why we chose Capsule

Users of Capsule describe it as a straightforward online CRM provider with all the necessary relationship and core sales tools. Capsule excels in terms of its affordability and ease of use when compared to other general CRM software. With its AI content assistant included in each tier, its free version gives access to up to two users, making it an affordable option.

Capsule lacks AI-powered reporting or analytics, despite Capsule’s AI content being extremely helpful for streamlining marketing emails to leads. Check out Zoho CRM if you’re looking for a provider with more potent AI for data and analytics.

How do I pick the best AI CRM program for my company?

The next step would be to request demos or sign up for free trials from the companies on this list that you think are the most interested in after identifying these top CRM providers with advanced AI tools. In this manner, you can start onboarding the software and begin speaking directly with the provider.

What are some inquiries to think about when selecting AI CRM software:

• Does the free version include the essential features you require, such as advanced reporting and list segmentation?
• What is the total in- market expertise for your industry, if any?
• Is the CRM scalable and thorough enough to fit your small business or enterprise?
• Does the CRM software work with the tools in your tech stack already in place?

FORUM: What should I think about when choosing a CRM?

Review methodology

To fairly evaluate each provider’s AI CRM offerings, I used an in- house rubric with outlined criteria and subcategories with a special focus on AI features. An algorithm was used to assign each provider an ideal use case after scoring each provider against our rubric.

Here’s a breakdown of the scoring criteria I followed:

Cost: Weighted 25 % of the total score.
• Core features: Weighted 25 % of the total score.
• Customizations: Weighted 15 % of the total score.
• Integrations: Weighted 15 % of the total score.
• Ease of use: Weighted 10 % of the total score.
• Customer support: Weighted 10 % of the total score.

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